| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SAP Share Count |
|---|
| Norden Group LLC |
2,683 |
67,266 |
+64,583 |
+2407.12% |
| Allspring Global Investments Holdings LLC |
539 |
2,911 |
+2,372 |
+440.07% |
| Aaron Wealth Advisors |
4,060 |
6,260 |
+2,200 |
+54.19% |
| Ritholtz Wealth Management |
16,766 |
24,213 |
+7,447 |
+44.42% |
| Allworth Financial LP |
682 |
979 |
+297 |
+43.55% |
| Ballentine Partners LLC |
3,706 |
4,829 |
+1,123 |
+30.30% |
| One Wealth Advisors LLC |
3,791 |
4,838 |
+1,047 |
+27.62% |
| BKM Wealth Management LLC |
2,075 |
2,613 |
+538 |
+25.93% |
| Naviter Wealth LLC |
15,953 |
20,073 |
+4,120 |
+25.83% |
| CWM LLC |
2,108 |
2,627 |
+519 |
+24.62% |
| Albion Financial Group UT |
48 |
58 |
+10 |
+20.83% |
| Harbor Investment Advisory LLC |
24 |
29 |
+5 |
+20.83% |
| Strategic Planning Group LLC |
3,392 |
3,973 |
+581 |
+17.13% |
| Private Trust Co. NA |
1,547 |
1,784 |
+237 |
+15.32% |
| Portside Wealth Group LLC |
7,162 |
8,175 |
+1,013 |
+14.14% |
| GAMMA Investing LLC |
2,466 |
2,794 |
+328 |
+13.30% |
| Stablepoint Partners LLC |
7,295 |
8,121 |
+826 |
+11.32% |
| Summit Trail Advisors LLC |
2,089 |
2,309 |
+220 |
+10.53% |
| Kathmere Capital Management LLC |
2,753 |
3,027 |
+274 |
+9.95% |
| Cambridge Investment Research Advisors Inc. |
6,760 |
7,356 |
+596 |
+8.82% |
| OLD National Bancorp IN |
1,935 |
2,097 |
+162 |
+8.37% |
| Dynamic Advisor Solutions LLC |
2,965 |
3,198 |
+233 |
+7.86% |
| DMG Group LLC |
6,237 |
6,720 |
+483 |
+7.74% |
| Optas LLC |
2,180 |
2,343 |
+163 |
+7.48% |
| Traveka Wealth LLC |
1,894 |
2,034 |
+140 |
+7.39% |
| Claro Advisors LLC |
1,445 |
1,543 |
+98 |
+6.78% |
| PFG Investments LLC |
2,224 |
2,366 |
+142 |
+6.38% |
| Rosenberg Matthew Hamilton |
1,037 |
1,100 |
+63 |
+6.08% |
| Stratos Wealth Partners LTD. |
2,005 |
2,126 |
+121 |
+6.03% |
| Cardinal Capital Management |
26,040 |
27,419 |
+1,379 |
+5.30% |
| Hexagon Capital Partners LLC |
2,140 |
2,253 |
+113 |
+5.28% |
| AdvisorNet Financial Inc |
522 |
545 |
+23 |
+4.41% |
| CVA Family Office LLC |
115 |
120 |
+5 |
+4.35% |
| Lindbrook Capital LLC |
2,020 |
2,106 |
+86 |
+4.26% |
| Mitchell & Pahl Private Wealth LLC |
4,828 |
5,030 |
+202 |
+4.18% |
| JJJ Advisors Inc. |
5,135 |
5,311 |
+176 |
+3.43% |
| Dash Acquisitions Inc. |
69,083 |
71,438 |
+2,355 |
+3.41% |
| Sage Rhino Capital LLC |
3,351 |
3,418 |
+67 |
+2.00% |
| Raymond James Financial Services Advisors Inc. |
12,950 |
13,196 |
+246 |
+1.90% |
| Sunpointe LLC |
2,015 |
2,050 |
+35 |
+1.74% |
| First Affirmative Financial Network |
5,273 |
5,355 |
+82 |
+1.56% |
| Regions Financial Corp |
20,534 |
20,758 |
+224 |
+1.09% |
| Financial Management Professionals Inc. |
98 |
99 |
+1 |
+1.02% |
| Veriti Management LLC |
20,592 |
20,788 |
+196 |
+0.95% |
| Sage Mountain Advisors LLC |
2,756 |
2,782 |
+26 |
+0.94% |
| Spire Wealth Management |
1,331 |
1,340 |
+9 |
+0.68% |
| Pinnacle Associates Ltd. |
2,076 |
2,089 |
+13 |
+0.63% |
| Valeo Financial Advisors LLC |
2,429 |
2,444 |
+15 |
+0.62% |
| Checchi Capital Advisers LLC |
5,827 |
5,848 |
+21 |
+0.36% |
| Keel Point LLC |
2,705 |
2,708 |
+3 |
+0.11% |
| 13F Filers Reporting New Positions In SAP |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
2,050 |
+2,050 |
+100% |
| Stewart & Patten Co. LLC |
0 |
1,082 |
+1,082 |
+100% |
| Canandaigua National Bank & Trust Co. |
0 |
2,348 |
+2,348 |
+100% |
| Hanson & Doremus Investment Management |
0 |
14 |
+14 |
+100% |
| Northwest Investment Counselors LLC |
0 |
127 |
+127 |
+100% |
| Confluence Investment Management LLC |
0 |
4,569 |
+4,569 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
1,996 |
+1,996 |
+100% |
| BSW Wealth Partners |
0 |
1,083 |
+1,083 |
+100% |
| Mather Group LLC. |
0 |
690 |
+690 |
+100% |
| Community Financial Services Group LLC |
0 |
1,992 |
+1,992 |
+100% |
| Verity & Verity LLC |
0 |
177,618 |
+177,618 |
+100% |
| Vicus Capital |
0 |
1,262 |
+1,262 |
+100% |
| Sunbelt Securities Inc. |
0 |
151 |
+151 |
+100% |
| Nicholas Hoffman & Company LLC. |
0 |
1,202 |
+1,202 |
+100% |
| Rise Advisors LLC |
0 |
221 |
+221 |
+100% |
| Foster Group Inc. |
0 |
1,044 |
+1,044 |
+100% |
| Fifth Third Wealth Advisors LLC |
0 |
1,035 |
+1,035 |
+100% |
| Wedmont Private Capital |
0 |
1,130 |
+1,130 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
57 |
+57 |
+100% |
| Ulland Investment Advisors LLC |
0 |
100 |
+100 |
+100% |
| Simplicity Wealth LLC |
0 |
23,079 |
+23,079 |
+100% |
| Wallace Advisory Group LLC |
0 |
1,667 |
+1,667 |
+100% |
| Tanglewood Legacy Advisors LLC |
0 |
6 |
+6 |
+100% |
| ZRC Wealth Management LLC |
0 |
50 |
+50 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Toth Financial Advisory Corp |
200 |
200 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
160 |
160 |
UNCH |
0.00% |
| Adirondack Trust Co. |
199 |
199 |
UNCH |
0.00% |
| Riverbridge Partners LLC |
1,347 |
1,347 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
114 |
114 |
UNCH |
0.00% |
| American National Bank |
667 |
667 |
UNCH |
0.00% |
| SOL Capital Management CO |
4,858 |
4,858 |
UNCH |
0.00% |
| Merrion Investment Management Co LLC |
1,620 |
1,620 |
UNCH |
0.00% |
| Harrington Investments INC |
1,866 |
1,866 |
UNCH |
0.00% |
| Ninety One UK Ltd |
328 |
328 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
35,373 |
35,373 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
42,745 |
42,745 |
UNCH |
0.00% |
| JNBA Financial Advisors |
835 |
835 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
2,245 |
2,245 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
118 |
118 |
UNCH |
0.00% |
| Founders Capital Management |
56 |
56 |
UNCH |
0.00% |
| Bogart Wealth LLC |
227 |
227 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
53 |
53 |
UNCH |
0.00% |
| Foster Victor Wealth Advisors LLC |
1,409 |
1,409 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
87 |
87 |
UNCH |
0.00% |
| Howard Capital Management Group LLC |
3,376 |
3,376 |
UNCH |
0.00% |
| Five Oceans Advisors |
1,740 |
1,740 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
51 |
51 |
UNCH |
0.00% |
| Financial Perspectives Inc |
125 |
125 |
UNCH |
0.00% |
| Tritonpoint Wealth LLC |
3,521 |
3,521 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
201 |
201 |
UNCH |
0.00% |
| 13F Filers Decreasing SAP Share Count |
|---|
| KLR Investment Advisors LLC |
9,870 |
1,347 |
-8,523 |
-86.35% |
| Gateway Investment Advisers LLC |
5,947 |
1,152 |
-4,795 |
-80.63% |
| UMB Bank N A MO |
2,763 |
984 |
-1,779 |
-64.39% |
| Trust Point Inc. |
1,469 |
1,032 |
-437 |
-29.75% |
| Sendero Wealth Management LLC |
6,946 |
4,968 |
-1,978 |
-28.48% |
| YHB Investment Advisors Inc. |
4,785 |
3,544 |
-1,241 |
-25.94% |
| Partnership Wealth Management LLC |
260 |
200 |
-60 |
-23.08% |
| Pinnacle Bank |
699 |
543 |
-156 |
-22.32% |
| SlateStone Wealth LLC |
7,636 |
6,146 |
-1,490 |
-19.51% |
| Natixis Advisors L.P. |
404,730 |
327,218 |
-77,512 |
-19.15% |
| NBC Securities Inc. |
3,801 |
3,156 |
-645 |
-16.97% |
| Financial Synergies Wealth Advisors Inc. |
14 |
12 |
-2 |
-14.29% |
| Arlington Partners LLC |
20,148 |
17,298 |
-2,850 |
-14.15% |
| Stonegate Investment Group LLC |
2,504 |
2,159 |
-345 |
-13.78% |
| Atlas Capital Advisors LLC |
736 |
636 |
-100 |
-13.59% |
| Bruce G. Allen Investments LLC |
511 |
444 |
-67 |
-13.11% |
| LVW Advisors LLC |
7,535 |
6,693 |
-842 |
-11.17% |
| Timber Creek Capital Management LLC |
34,607 |
31,071 |
-3,536 |
-10.22% |
| Clarius Group LLC |
4,872 |
4,388 |
-484 |
-9.93% |
| Procyon Private Wealth Partners LLC |
16,105 |
14,567 |
-1,538 |
-9.55% |
| Venturi Wealth Management LLC |
10,852 |
9,859 |
-993 |
-9.15% |
| Bank of New York Mellon Corp |
430,647 |
395,360 |
-35,287 |
-8.19% |
| Congress Wealth Management LLC DE |
1,405 |
1,300 |
-105 |
-7.47% |
| Arden Trust Co |
8,671 |
8,049 |
-622 |
-7.17% |
| Boston Common Asset Management LLC |
105,149 |
97,763 |
-7,386 |
-7.02% |
| CX Institutional |
2,042 |
1,900 |
-142 |
-6.95% |
| Founders Financial Securities LLC |
7,245 |
6,760 |
-485 |
-6.69% |
| OneAscent Financial Services LLC |
1,993 |
1,873 |
-120 |
-6.02% |
| Hara Capital LLC |
2,570 |
2,420 |
-150 |
-5.84% |
| Global Retirement Partners LLC |
630 |
594 |
-36 |
-5.71% |
| Contravisory Investment Management Inc. |
1,437 |
1,357 |
-80 |
-5.57% |
| CENTRAL TRUST Co |
402 |
380 |
-22 |
-5.47% |
| Daymark Wealth Partners LLC |
1,324 |
1,252 |
-72 |
-5.44% |
| Gillespie Robinson & Grimm Inc. |
2,725 |
2,580 |
-145 |
-5.32% |
| Drive Wealth Management LLC |
2,210 |
2,096 |
-114 |
-5.16% |
| Raymond James & Associates |
636,776 |
609,523 |
-27,253 |
-4.28% |
| West Paces Advisors Inc. |
100 |
96 |
-4 |
-4.00% |
| Cardinal Capital Management Inc. |
155,476 |
150,415 |
-5,061 |
-3.26% |
| Legacy Wealth Asset Management LLC |
13,847 |
13,408 |
-439 |
-3.17% |
| Aurum Wealth Management Group LLC |
2,262 |
2,193 |
-69 |
-3.05% |
| Wealth Enhancement Advisory Services LLC |
27,580 |
26,739 |
-841 |
-3.05% |
| Yousif Capital Management LLC |
21,711 |
21,051 |
-660 |
-3.04% |
| Cox Capital Mgt LLC |
30,610 |
29,737 |
-873 |
-2.85% |
| Bond & Devick Financial Network Inc. |
1,770 |
1,725 |
-45 |
-2.54% |
| Cedar Brook Financial Partners LLC |
4,693 |
4,577 |
-116 |
-2.47% |
| Pine Haven Investment Counsel Inc |
2,340 |
2,285 |
-55 |
-2.35% |
| Sivia Capital Partners LLC |
2,764 |
2,702 |
-62 |
-2.24% |
| First Horizon Advisors Inc. |
1,095 |
1,073 |
-22 |
-2.01% |
| Raymond James Trust N.A. |
7,416 |
7,285 |
-131 |
-1.77% |
| FirstPurpose Wealth LLC |
3,764 |
3,698 |
-66 |
-1.75% |
| SYSTM Wealth Solutions LLC |
6,790 |
6,680 |
-110 |
-1.62% |
| Fifth Third Bancorp |
28,484 |
28,033 |
-451 |
-1.58% |
| Shilanski & Associates Inc. |
1,312 |
1,292 |
-20 |
-1.52% |
| Park Avenue Securities LLC |
17,884 |
17,650 |
-234 |
-1.31% |
| Coerente Capital Management |
111,727 |
110,612 |
-1,115 |
-1.00% |
| Verdence Capital Advisors LLC |
18,074 |
17,938 |
-136 |
-0.75% |
| Hoxton Planning & Management LLC |
1,309 |
1,306 |
-3 |
-0.23% |
| Asset Dedication LLC |
7,053 |
7,041 |
-12 |
-0.17% |
| NorthCrest Asset Manangement LLC |
74,457 |
74,373 |
-84 |
-0.11% |
| 13F Filers Exiting SAP |
|---|
| Everpar Advisors LLC |
2,197 |
0 |
-2,197 |
-100.00% |
| Sapient Capital LLC |
1,533 |
0 |
-1,533 |
-100.00% |
| Arlington Trust Co LLC |
21 |
0 |
-21 |
-100.00% |
| Retireful LLC |
14,482 |
0 |
-14,482 |
-100.00% |
| Koss Olinger Consulting LLC |
4,190 |
0 |
-4,190 |
-100.00% |
| Planned Solutions Inc. |
18 |
0 |
-18 |
-100.00% |
| Tennessee Valley Asset Management Partners |
13 |
0 |
-13 |
-100.00% |
| International Assets Investment Management LLC |
111,615 |
0 |
-111,615 |
-100.00% |
| Gradient Investments LLC |
41 |
0 |
-41 |
-100.00% |
| Simplex Trading LLC |
26,249 |
0 |
-26,249 |
-100.00% |
| Bourgeon Capital Management LLC |
27 |
0 |
-27 |
-100.00% |
| Franklin Street Advisors Inc. NC |
1,587 |
0 |
-1,587 |
-100.00% |
| Fulton Bank N.A. |
1,827 |
0 |
-1,827 |
-100.00% |
| Valley National Advisers Inc. |
76 |
0 |
-76 |
-100.00% |
HoldingsChannel.com
